CM_BEX_305 - University of Kentucky
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Transcript CM_BEX_305 - University of Kentucky
Business Explorer-Analyzer
for SLCM Power Users
BEX_SLCM_305
BEX_SLCM_305 BEx-Analyzer for SLCM Power Users
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Content
• Introduction
• Unit 1- BEx Overview
• Unit 2 – BEx Analyzer
• Unit 3 – Display Query
• Unit 4 – Create Using an Existing Query
• Unit 5 – Run Query
• Unit 6 – Properties
• Unit 7 – Create Query
• Unit 8 – Delete Query
• Unit 9 – Query Views
• Course Summary
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Prerequisites
• Access to SLCM data in IRIS R/3 Production and/or BEx Web
Reporting
• Completion of UK_100
• Successfully completion of either
BEX_300 Business Warehouse: BEx Web Reporting
Or
BEX_SLCM_300 Business Warehouse: Campus Management
BEx Web Reporting
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BEx Reporting Power User Access
• Requirements
Signed Statement of Responsibility (SOR)
http://www.uky.edu/IRIS/
Complete the BEX_SLCM_305 course and pass the
assessment
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Unit 1
BEx Analyzer
Overview
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Unit 1 – BEx Analyzer Overview
• BEx Analyzer Overview
• BW Reporting Roles
• User Role Functions
• Power User Functionality
• BEx-Analyzer Access
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BEx Analyzer Overview
IRIS R/3
Production
BW ODS
InfoProvider
(summarized data)
Query
(Operational Data Store
equivalent to flat file)
(used to produce
BW reports)
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BW Reporting Roles
BW Admin &
BW Developer
Report-Publisher
Report-Developer 2
(BEx-Analyzer /RSA1)
Report-Developer
(BEx-Analyzer/RSA1)
BWD
BWQ
Power Users (BEx-Analyzer)
BWP
End Users (BEx-Web)
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BW Reporting Roles
• End Users
Uses BEx Web Reporting to view queries
Can only use queries that are assigned to a user’s role
• Power Users
Uses BEx-Analyzer to generate queries for ad-hoc
reporting in production
More responsibility for Saved Views in order to help
End Users
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User Role Functions
In BW
End-User
Power User
Report
Developer
Run Query
X
X
X
Run Query View
X
X
X
Create Query View (starting with Z…)
X
X
Change Query View (starting with Z…)
X
Delete Query View (starting with Z…)
X
Create Query View (starting with V…)
X
Change Query View (starting with V…)
X
Delete Query View (starting with V…)
X
Display Query View
X
X
Create Query (starting with Y…)
X
Change Query (starting with Y…)
X
Delete Query (starting with Y…)
X
X
Create Query (starting with Q…)
X
Change Query (starting with Q…)
X
Delete Query (starting with Q…)
X
Display Query
X
X
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Developer 2
X
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User Role Functions
In BW
End-User
Power User
Report
Developer
Report
Developer 2
Create Global Structure
X
Change Global Structure
X
Display Structure
X
X
X
Create Variables
X
Change Variables
X
Display Variables
X
X
X
Create Global Restricted Key Figures
X
Change Global Restricted Key Figures
X
Display Restricted Key Figures
X
X
X
Create Global Calculated Key Figures
X
Change Global Calculated Key Figures
X
Display Calculated Key Figures
X
X
Display Hierarchy
X
X
Display Hierarchy (data)
X
X
X
RSRT analyze query & comp
X
RSRT2 analyze web item
X
RSA1 display
X
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Power User Role Functionality
• Run, Create, Change, Delete, and Display
Query
Query View
• Display Structures, Variables, Restricted Key Figures,
Calculated Key Figures, and Hierarchies
• Saves Y queries within the Power User name space
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BEx-Analyzer Access
• Web browser in Windows
Microsoft Internet Explorer (MS IE) 6.x and above
Netscape Navigator (NS) 6.x and above
Other web browsers, such as Firefox, are not advised
(may behave differently or not at all)
• Active Directory services account
Domain is AD or MC
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BEx-Analyzer Access
• SAPGUI
Need the most recent version
More information on the IRIS website
http://www.uky.edu/IRIS/news/SAPGUI710Info.html
• Microsoft Excel
Works with both the 2003 and 2007 versions
More information for version 2007 on the IRIS Website
http://www.uky.edu/IRIS/news/desktopinformation
.html
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Summary
• BEx Analyzer Overview
• BW Reporting Roles
• User Role Functions
• Power User Functionality
• BEx-Analyzer Access
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Unit 2
BEx Analyzer
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Unit 2 – BEx Analyzer
• How to Access
• BEx Analyzer
• BEx Analyzer Toolbar
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How to Access
• Log on to the myUK
portal
• Click on BW BEx
Reporting
Disclaimer: You will not have the Power User functionality until you
pass your assessment and course credit has been
processed
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Exercise 1.1
• Log into BW BEx Reporting
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BEx Analyzer
• BEx Analyzer opens up Microsoft Excel and, in the background,
the SAP Easy Access screen
Excel 2003 – Business Explorer menu and floating toolbar
added
Excel 2007 – Business Explorer menu and toolbar added
under the Add-Ins tab
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BEx Analyzer
• SAP Easy Access MUST remain open to run your queries
• If it closes, save query, close Excel, and then go back to
the portal link to reopen the BEx-Analyzer
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BEx Analyzer
• If Excel does not seem to open, an active Excel session
may be open; the new toolbar and menu could have been
added to the existing session
• BEx-Analyzer Toolbar in Excel 2003 does not always
show up in the same place in the group of toolbars
Move to desired location
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BEx Analyzer
• If Excel closes accidentally and the SAP screen is still
open, re-open Excel by typing RRMX in the Command
field on the SAP Easy Access Menu window
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BEx Analyzer Toolbar
Items in BOLD covered
during this class
• Open
• OLAP functions for active cells
• Save
• Format
• Refresh query
• Layout
• Back
• Tools
• Change query
• Settings
• Goto
• Help
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BEx Analyzer Toolbar - Open
• Queries
Selection of characteristics and key figures (InfoObjects) for the
analysis of the data in an InfoProvider (InfoCube, ODS, etc.)
Always refers exactly to one InfoProvider; can define as many
queries as you like for each InfoProvider
• Saved Views
Created when base query is run, make changes (drill-downs,
filters, etc.) and save view changes (but not data) to run later
Base query does not change, only the current view of the data
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BEx Analyzer Toolbar - Save
• Save view global
Saves view for later recall it
To use first run query in BEx Analyzer/Excel
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BEx Analyzer Toolbar – Refresh Query
• First run the query in BEx-Analyzer
• Brings up the parameter window for you to adjust the
values of the variables
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BEx Analyzer Toolbar - Back
• First run the query in BEx-Analyzer
• Allows you to go back one step and undo the last change
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BEx Analyzer Toolbar – Change Query
• Change query (local view)
Provides ability to create local calculated and restricted key
figures for the current query view
Does not allow addition Key Figures, Characteristics or
restriction characteristic values on the query level
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BEx Analyzer Toolbar – Change Query
•
Change query (global definition)
•
Provides ability to add Key Figures and/or Characteristics and
restrict the characteristic values on the query level
Change variable values
Returns to the parameter screen, so variable values can be
changed
Also allows you to see your personalized variable values
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BEx Analyzer Toolbar - Help
• Use the Help button to get to the SAP Library
Provides more information about BEx Analyzer
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Summary
• How to Access
• BEx Analyzer
• BEx Analyzer Toolbar
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Unit 3
Display Query
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Unit 3 – Display Query
• Select Query Window
• Query Display
• Query Designer Window
• Query Designer Toolbar
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Query Designer Areas
• To get to Query Designer, click the Open icon and select
Queries
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Select Query Window
• History, Favorites, Roles, and InfoAreas contain available
queries
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Select Query Window
• History
Contains queries you have created,
opened or recently viewed
• Favorites
Contains queries you created
Any queries to which you have
access and have assigned to
Favorites
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Select Query Window
• Roles
Contains shared queries (Q technical name);
developed in BW Development and assigned by
a Publisher to roles for End Users to run
Cannot change or delete these queries
Click on Change display and do a Save As
• InfoAreas
Contains shared queries
Includes queries developed in BW Production by
all Power Users (Y technical name)
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Select Query Window
• Find
Use to find a particular query
This can be useful when you have access to a number of
queries and need to find one quickly
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Select Query Window
• Add to Favorites
Use to bookmark a shared query to Favorites by selecting
the query and clicking on this icon
• Enter in Role
Function not available to Power Users
Used by Report Publishers
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Select Query Window
• New
Create a new query
• Change
After selecting a query, use to display or change
Q query opens in display mode (system message stating
you do not have authorization to change displays, respond
by clicking the OK button)
Y query opens in change mode
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Select Query Window
• Delete
Deletes the selected query
Cannot delete Q queries
• Technical Names On/Off
Displays technical names for roles, queries, etc.
Important when communicating to the BW Reporting
Group
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Select Query Window
• Properties On/Off
Provides information about
selected query
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Query Display
• Click on the Technical Name icon
Descriptions can be identical while
technical names are unique
• To display a query, click on either
History (default), Favorites, Roles,
or InfoAreas
Or use Find icon to search for a
particular query
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Query Display
• In the Description area, click on the
plus sign (+) to the left of the
appropriate module to expand and
display available InfoProviders that
have queries already written against
them
Note: Depending on SAPGUI
version, plus signs (+) may not
appear, so click the area where it
should be located
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Query Display
• Continue to expand until you see the query you want to
display and highlight it
• To display the query you can:
Click on the Change icon
Right-click and select Change
Note: Double-clicking on the query or single-clicking and
clicking on OK will cause the query to run
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Query Display
• Q queries open with everything grayed out
System message states you will not be able to make changes
to these reports; click OK to proceed
Use Save As and
enter a new report
name using the
Naming Standards to
save change
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Exercise 3.1
•Display Query
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Query Designer Windows
• Contains six adjustable frames
Displayed with
Technical
Names on
• Highly advised to turn on technical names which
subdivides five of the windows into two parts
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InfoProvider Frame
• Description and, with Technical
Names on, the technical name of
the InfoProvider displays at top
Example: the InfoProvider
description is CM Enrollments
technical name is ZCMENRLMT
• Provides access to everything
available in the InfoProvider
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InfoProvider Frame
• Elements of the InfoProvider
Structure (in some, but not in all, InfoProviders)
Local Structures
Not saved as reusable
Can only be used in one query
Developed in rows and columns
Reusable/Global Structures
Saved as reusable
Can be used in several queries for same InfoProvider
Located only in InfoProvider area
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InfoProvider Frame
• To see what makes up a
Structure
Drag and Drop the
Structure to the Columns
window
Right-click on each object
that makes up the
Structure
Select Edit (or Display)
from the context menu
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InfoProvider Frame
• Elements of the InfoProvider
Key Figures
May contain Calculated Key Figures
May contain Restricted Key Figures
Does contain one or more key figures
that are in the InfoProvider (created by
BW developers)
Dimensions
Characteristics are under the
Dimensions folder
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InfoProvider Frame
• Calculated Key Figure
Generated using an Expression
Builder from the key figures in
the Key Figure structure
• Restricted Key Figure
Restricted by certain values for
each characteristic selected
May contain multiple
characteristics
May be restricted by multiple
values
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InfoProvider Frame
• To view a Calculated or Restricted Key Figure
Right-click on it in the InfoProvider frame
Select Edit/Display (depending on which mode you are in)
Calculated Key Figure
Restricted Key Figure
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Characteristic Icons
• Information
If BPCurrent Address selected,
BP Address Type C will be
automatically selected
BP Address Type C helps to
define the BPCurrent Address
Can keep it or not
Can put it in the Filter window
and restrict it
May not show up under a
characteristic
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Characteristic Icons
•Attributes
Master data attributes
For display only
Tied to a particular characteristic
and moves with the characteristic
(such as drill down or drill across)
Cannot filter on an attribute
May not show up under a
characteristic
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Characteristic Icons
• Characteristic Value Variables
Parameters available to use
Details may be viewed which show
whether it is
Mandatory or optional
Single value, selection option,
interval, etc.
If new variable/parameter needed, send
request to [email protected]
All characteristics have icon, but may
not have variable under it
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Characteristic Icons
• Values
Gives all the possible values
for the characteristic
Example: Main Program of
Study Org Unit has College
of Arts & Sciences, College
of Ag, Graduate School,
etc.
All characteristics have this
icon
If a large number of values
exist, a selection window will
display
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Filter Frame
• All of the InfoProvider data is aggregated using the filter
selection of the query
• Characteristics in the Filter frame do not display in the
query nor can they be changed
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Free Characteristics Frame
• Not displayed on the initial
report
• Additional fields available to
be included in the report
• Have capability for
Drill-down
Drill-across
Filtering
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Columns Frame
• Shown vertically in the initial
report
• Normally contains key figures
Amounts or units for which
calculations can be made
Examples include
Sums
Averages
Counts
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Rows Frame
• Shown horizontally in the
initial report
• Normally contains
characteristics or descriptive
data
• Examples include
Student Number
Street Address
GPA - Term
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Rough Draft Frame
• Displays rough draft
of initial report
• Only shows what has
been placed in Rows
and Columns
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Query Designer Toolbar
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Query Designer Toolbar
• Exit and Use Query
Exits the Query Designer and produces the report
within Excel
If have not saved, the Save Query window will be
displayed
If have saved, it will check query for changes and, if
there are changes, it will open a window so you can
save your query
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Query Designer Toolbar
• Exit Query
Exits the Query Designer without running a report
Checks query for changes and, if there are changes,
opens a window so query can be save
• Display Query in Web
Runs query in a browser
Most efficient way to run query (see Query Guidelines)
Note: How end users see reports; suggested way to
view report
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Query Designer Toolbar
• New Query
New Query Select Provider window displays
If within a query, will be asked to save any changes
made
• Open Query
SAP BEX: Select Query window displays
• Save Query
• Use to save query
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Query Designer Toolbar
• Save Query As
Use to duplicate the open query
Use to duplicate and change a Q query and make
changes in your own name space
• Delete Query
Deletes the existing query that is open
• Publish
Not available to Power Users
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Query Designer Toolbar
• Exception
Creating exception allows color-coding on cells
that meet specific criteria
• Condition
Creating condition allows only data that meets
certain criteria, defined by you, to display, such as
the top ten GPAs
• Define Cells
Information at
http://myhelp.uky.edu/bw/EN/ba/45583ca544
eb51e10000000a114084/frameset.htm
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Query Designer Toolbar
• Query Properties
Set the properties of the query to meet the
query guidelines
• Check Query
Checks the syntax of your query
• Use Query in Workbooks
Cannot use with Active Directory Services
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Query Designer Toolbar
• Display <-> Change
Toggles from display mode to change mode
Does not work on Q queries
• Change Query (global definition)
If in a local view, can go to the global view
Does not work to go from global to local
• Tabular Display
Toggle that results in the report displaying in a
tabular format
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Query Designer Toolbar
• Technical Name
Toggles on/off the technical names
• Context Menu
Shows the Context Menu for what is selected
Right-click to display the context menu quickly
• Help
Opens the SAP Library which can provide more indepth information about the Query Designer
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Summary
• Select Query Window
• Query Display
• Query Designer Window
• Query Designer Toolbar
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Unit 4
Create Using an
Existing Query
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Unit 4 – Create Using an Existing Query
• Modify Query
• Using Save As
• Add InfoObjects
• Reorganize InfoObjects
• Remove InfoObjects
• Variables
• Restrictions
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Modify Query
• Simple, quick way to
create a new query
• Uses the InfoProvider used
in the query you select
Will not be able to see
InfoProviders that do not
have existing querys
• Three ways to create new
query using old query
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Modify Query
• Add or Remove
Info Objects
Attributes
Variables
• Restrict Info Objects
• Reorganize Info Objects
• Etc.
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Modify Query
• Single-click an existing
query and click on New
OR
• Right-click on the query
and select Create
OR
• If query open in Query
Designer, click on Save
As
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Modify Query
• Turn on Technical Names
Technical name of InfoProvider is needed to create a new
query
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Using Save As
• Remember! Use the Save As functionality if you are
changing an existing report
Ensures that changes are not made to another person’s
report
• To save, click on Save As
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Using Save As
• Click on Technical Name On/Off
• Save all queries in the Favorites (default) folder
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Using Save As
• Change the Description
field
Should be as
descriptive as possible
Can use up to 60
characters for the
description
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Using Save As
• Must use the BW Query Naming Standards for Technical Name
Identifies
Power User query
InfoProvider
User who created it
Shows it is a customized query
Use sequential numbers in the range of 5000 to 9999
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Using Save As
• Enter a Technical Name following BW Naming Standards
YZCMENRLMT_USER01_5000
Y – is a must for Power Users
Cube – technical name of the InfoProvider
Underscore
Userid – your Active Directory Services userid
Underscore
Nnnn – Your next number available for that InfoProvider
Starting number is 5000
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Using Save As
• Click on Save
• System message displays in the status field in the lower
left of the screen
• Description and technical displays in the Query Designer
title bar after saving
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Using Save As
• If you receive a warning message
telling you that the Technical Name
is already in use…
• Give the query a new Technical
Name and then click on Save
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Add InfoObjects
• Add objects by dragging and dropping them into the
appropriate frame
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Remove InfoObjects
• Two ways to remove an
object
Drag and drop it back to
the InfoProvider frame
Right-click on the object
and select Delete
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Reorganize InfoObjects
• Move objects to a
different window by
dragging and dropping
Such as from Rows to
Free Characteristics
To move Key Figures
from Columns to
Rows, drag and drop
the Key Figures
structure
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Variables
• Restrict amount of data
displayed in the initial
report by using a time
period (as per Query
Guidelines), such as
Academic Year and
Session, as a variable
field
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Variables
• Place a variable on the
characteristic in two ways
By using characteristic in the
InfoProvider frame
OR
After placing the characteristic
in the Rows, Columns, or Free
Characteristics frames
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Variables
•
In the InfoProvider frame
Click to the left of the
Characteristic Value Variable for
the object to display available
variables
To see properties of
variable, right-click and
display or edit
Drag and drop the variable on
top of the object to which it
belongs
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Variables
• In the Rows, Columns, and Free
Characteristics frame
Move the characteristic to the desired
frame
Right-click on it and select Restrict
Click on the Variables tab in the
Selection For… window
Turn on Technical Names by rightclicking on one of the values and
selecting Technical Names
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Variables
Check the type of variable by
right-clicking on it and
selecting Change
In the Details section:
Variable Represents lists if
the variable is a single
value or a selection option
Variable Entry Is lists if the
variable is mandatory,
optional, etc
Click OK to close the window
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Variables
Select the Variable:
Double-click on variable
OR
Single-click on variable, and
then click Add
OR
Drag and drop variable into
the Selection screen
Click OK
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Restrictions
•
To restrict characteristic by right-click and select Restrict
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Restrictions
• When the Selection window
displays, and either
Single-click on value from the
Description column and click
Add button
OR
Double-click on value
OR
Drag and drop in Selection
column
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Restrictions
• Can select a range of values by choosing Value Range in
the Selection field
• Then choose the range
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Restrictions
• If value not listed, may be due to limits set on the list
(typically set at 100)
• Click on Display Other Values button to change the
default setting
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Restrictions
• Can select other values from
Number of Displayed Values list
CAUTION! Use (All) with other
restrictions are placed
If no other restrictions, may
result in long list and long
processing time
• View only the values in the
InfoProvider if box checked or
deselect it to view all of the valid
values, even if they are not
currently in the InfoProvider
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Restrictions
• Can restrict the list by
selecting a restriction
criterion
Usually the same as the
characteristic name
• Then select
range
Use Contains Pattern to
enter a partial name
Wildcards (*) can also be
used
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Restrictions
• Enter the search word or
term
Example: part of the UK
department number is
entered with a wildcard
• When selections are made,
click on Add
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Restrictions
• Click on OK
• Scroll to find your value
Single-click on it and click on
Add
Double-click on it
Drag and drop it to the righthand side
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Restrictions
• Your selection will move to
the Selection column
• Click on OK
• Selection will display below
the characteristic in the Filter
frame
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Summary
• Modify Query
• Using Save As
• Add InfoObjects
• Reorganize InfoObjects
• Remove InfoObjects
• Variables
• Restrictions
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Unit 5
Run Query
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Unit 5 – Run Query
• Run Query
• Via the Web
• Via Excel
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Run Query
• Web
Provides you with the
same view the End User
will see when they run the
report; also, the most
efficient
• Excel
Provides the ability to
save and manipulate the
report within a
spreadsheet
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Run Query
• If not in Query Designer
Log into Query Designer
Click on the Open icon and
select Queries
Turn on Technical Names
Drill-down to a query
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Via the Web
Right-click on the query and
select Change
OR
Single-click on the query and
click on the Change icon
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Via the Web
• Click on Display Query on the Web
Looks like a spreadsheet with a world in the upper left corner
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Via the Web
• Enter the required variables and any other variables you
want to use
Required entries are identified by an asterisk (*) on the end
of the variable description
• Click on Execute
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Via the Web
• When report displays, can be changed by adding Free
Characteristics, filtering, or changing the properties on a
characteristic
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Via Excel
• Three ways to run query via
Excel
• From SAP BEx: Select Query
window
Double-click on query
OR
Single-click on query and
click on OK
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Via Excel
• From opened query in
Query Designer, click on
Quit and Use Query
• Enter required values and
any optional ones
• Click Execute to run
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Via Excel
• Report has all the limitations of Excel, so be aware of
how much data you are requesting
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Via Excel
• The InfoObject list will
be located at the top of
the spreadsheet
• Filter by right-clicking
on a characteristic or
key figure and selecting
Select Filter Value…
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Via Excel
• Add and/or change drill-downs, drill-across, change
properties, etc.
Looks different than web report
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Via Excel
• Cannot hide repeated values in Excel
Need to go back to Query Designer and uncheck the box
if you want every cell populated
• Can change structures from drill-down to drill-across
and visa versa
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Via Excel
• Can save the spreadsheet if needed
• Exit out of the Spreadsheet, but not out of Excel and BEx
Analyzer
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Summary
• Run Query
• Via the Web
• Via Excel
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Unit 6
Properties
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Unit 6 – Properties
• Properties
• Characteristic Properties
• Query Properties
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Properties
• Use BEx Query Guidelines to make the query more efficient
and standardized
Query Guidelines are available at
http://myhelp.uky.edu/rwd/HTML/BW/BEX_Query_Guidelines.pdf
• Two types of properties
Characteristic
Query
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Properties of Characteristics
• Right-click on each
characteristic in both
Rows and Free
Characteristics frames
Do not need to change
characteristics in the
Filter frame
• Select Properties
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Properties of Characteristics
• Change Display As to Key and Text if available
If the characteristic text will always be the same as the key,
just display as Key
If the default is Standard Key and Text, it also meets the
Query Guidelines
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Properties of Characteristics
• Change Display of Results / Suppress Results Rows from
Never to With Only One Value
Never means the Results rows
always displayed
(Recommended) With Only
One Value will suppress the
Results rows when there is
only one value that it
represents
Always means the Results
rows are not displayed
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Properties of Characteristics
• Click OK
• Remember! Change the
properties for all
characteristics in both
the Rows and Free
Characteristics frames
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Query Properties
• To change properties of the
query, click on Query
Properties
• Query Properties window
displays with three tabs
Generic
Display
Extended
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Query Properties
• On the Generic tab
Arrange multiple variables
using these priorities
Required time variables
Required non-time variables
Optional variables
Optional variables should be
put in logical order
Check existing, published
queries to view logical order
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Query Properties
• Display Tab
Change Display of +/-
Signs to (X)
In the Suppress Zeros
box, change Suppression
to Active
Actively suppresses
the zeros
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Query Properties
• Display Tab (Optional settings)
Zero Value Display – allows
you to set how a zero will be
displayed
Select Show Zeros As in the
Zero Value Display field
Enter how the zeros should
display in the Show Zeros As
field
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Query Properties
• Display Tab (Optional settings)
Hide Repeated Key Values – affects
report exported to Excel or run it in
Excel/BEx-Analyzer
If checked, will hide repeated
key values
If unchecked, will populate
every cell of the spreadsheet
• When finished setting query
properties, click OK
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Summary
• Properties
• Characteristic Properties
• Query Properties
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Unit 7
Create Query
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Unit 7 – Create Query
• Create Query Without Using Existing Queries
• InfoProvider Icons
• Save Query
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Create Query
• To create a query, first determine what data you want to
retrieve
• For example, to create a contact report on students
within a specific college, you may want:
Student Name, Student Number, Primary Major, Secondary
Major, Student Minor, Progress Classification, Permanent
Address, Current Address, Academic Year, Academic Session
• Determine which InfoProvider contains needed data
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InfoProvider Icons
• InfoCube
Provides both master data and transactional data
Quick because it is summarized data
• Master Data
InfoObjects
Provides only master data
Quick
• Operational Data Store (ODS)
Stores consolidated and cleansed transaction data on
a document level
Slower than using InfoCubes or Master Data
InfoObjects
Faster than MultiProviders or InfoSets
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InfoProvider Icons
• MultiProviders
Combines data from several InfoProvders with a
union operation making it available for reporting
Slower than using InfoCubes, Master Data
InfoObjects, ODS objects
• InfoSets
Allows creation of reports on ODS objects,
InfoCubes, and InfoObjects
Slower than using InfoCubes, Master Data
InfoObjects, ODS objects
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Create Query
• Create a query without using an existing query
Allows use of any InfoProvider to which you have access
• Open SAP BEx: Select Query
window and click New
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Create Query
• History
Shows InfoProviders have
used in past
• InfoAreas
Shows all InfoProviders to
which you have access
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Create Query
Single-click on the
InfoProvider
Click on OK button
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Save Query
• To save, click on Technical
Names
• InfoProvider’s technical name
will be needed to save the
query
• Create the query as described
in earlier units
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Save Query
• Click on the Save icon
If you click on one of the
first seven icons, the
system will ask you if you
want to save
• Click on Technical Names in
the Save Query window
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Save Query - Description
• Favorites is the default setting
• In the Description field, enter a
concise description of the
report
Should be as descriptive as
possible
Can use up to 60 characters for
the description
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Save Query – Technical Name
• You must use the BEx Query Naming Standards for the
Technical Name
Identifies it as a Power User’s query
Provides the InfoProvider’s identity
Provides the identity of the User who created it
Shows that it is a customized query
Customized queries should use sequential numbers in the
range of 5000 to 9999
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Save Query – Technical Name
• Enter a Technical Name following BW Naming Standards
YZCMENRLMT_USER01_5000
Y – is a must for Power Users
Cube – technical name of the InfoProvider
Underscore
Userid – your Active Directory Services userid
Underscore
Nnnn – Your next number available for that InfoProvider
Starting number is 5000
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Save Query
• Click on Save
• System message appears in
the status field in the lower
left of the screen
• After saving, description and
technical displays in the Query
Designer title bar
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Save Query
• If you receive a warning
message telling you that the
Technical Name is already in
use…
• Give the query a new Technical
Name and then click on Save
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Summary
• Create Query Without Using Existing Queries
• InfoProvider Icons
• Save Query
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Unit 8
Delete Query
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Unit 8 – Delete Query
• Delete a Query
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Delete Query
• Be careful when deleting a query to make sure you are
deleting the correct one
• Be aware of the technical name to ensure you are deleting
your query and not someone else’s query, since the
descriptions can be identical
• You cannot delete a query with a technical name starting
with “Q”
• If you are not sure, STOP! DO NOT PASS GO!....
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Delete Query
• Click on Open and select Queries
• Click on Technical Names
Ensures correct query is chosen
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Delete Query
• Drill down to query
Check the technical name to confirm the correct query is
selected
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Delete Query
• Single-click on the query
and choose the Delete
icon
OR
• Right-click on the query
and select Delete
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Delete Query
• A system message asking if you want to delete this query
will display
• If you do want to delete the query, click on Yes
• Your deletion is complete
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Summary
• Delete a Query
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Unit 9
Query Views
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Unit 9 – Query Views
• Creating & Saving a Query View
• Run a Query View
• Change a Query View
• Delete a Query View
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Query Views
• A query view is a picture of a query that saves any
formatting done to the output of the query (the report)
• Examples of formatting
Hiding key figures from the initial display of the report
Drill-down
Drill-across
Swap columns
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Query Views
• Can save and run query views from BEx-Web, just like the
End User
• Power user can do more
Can actually change the original query view
Can delete the original query view
The only way to delete a query view is through BEx-Analyzer
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Create Query View
• First and foremost, RUN
THE QUERY in Excel
• Click on Open and
select Queries
• Drill-down to a query
and double-click on it
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Create Query View
• Enter any restricted variables along with any other
variables
• Click on Execute
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Create Query View
• Make any changes you want
to make
Examples
Right-click on
characteristic to select
filter value
Drill-down
Change properties
• Click on Save and select Save
view global
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Create Query View
• Enter a title for your query view
• Using the Query View Naming Standards, Enter a name
for your query view
UserID: Name of Query
Remember: Query View Technical Names have the
following format: ZuserID_nnnn
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Create Query View
• Click on OK
• If technical name already exists, a system message will
display
If you are not positive that you typed in the technical
name correctly DO NOT PRESS YES!!!!!!!!
Change the name, if needed, to save
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Run Query View
• Click on Open and select
Saved Views
• Turn on Technical Names
• Query views under listed
under query
Same listings as seen on SAP
BEx: Open Query window
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Run Query View
• Find view and double-click
on it to run
Can do a find if part of the
description or technical
name is known
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Delete Query View
Power Users are responsible for deleting query views for end
users
• To delete a query view,
click on Open and select
Saved Views
• Turn on Technical Names
• Find the view
Caution! Be sure to
double-check the
Technical Name
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Delete Query View
• Triple-check the technical name and user ID to make sure
the correct one is selected!!!
May want to get the request in writing
Be sure that the person making the request has authorization to
request the deletion
• Notify the end user that the sequence number or technical
name can be reused
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Delete Query View
• Delete the query view
by either:
Right-clicking on the
query view and
selecting Delete
OR
Highlight the query
view and click on the
Delete icon
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Delete Query View
• When the Delete system message displays, click on Yes
• Notify the end user that the sequence number or technical
name can be reused
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Summary
• Creating & Saving a Query View
• Run a Query View
• Change a Query View
• Delete a Query View
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Power User Help Websites
• myHelp website:
http://myHelp.uky.edu/rwd/HTML/BW.html
Contains Quick Reference Cards (QRCs), course manuals, BW
Frequently Asked Questions, and other job aids
• IRIS website
http://www.uky.edu/IRIS/BW/
Contains Documentation, Assistance & Support, and other
references
• For the list of current Power Users, go to:
http://www.uky.edu/IRIS/BW/documents/PowerUserList_003.pdf
• For questions or assistance contact:
[email protected]
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Course Summary
• Understand how to:
Display a Query
Create Using an Existing Query
Save a Query
Run Query
Setting Properties
Create Query
Delete Query
Create/Change/Delete Query View
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Course Assessment
• To complete the assessment
Follow the instructions for creating a query
When finished, notify the trainer
Complete the course evaluation and leave it on the table
near the door
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